Users can be assigned new learning trees or branches to existing learning trees from library templates. Once assignments have been made, the Library will display up to 10 pending assignments in the “Learning tree assignments progress status” widget.

To assign a course or learning tree branch:

1. Navigate to the Clinical module and select Library
2. Select the learning tree from the “Library”
3. To assign a branch, click the branch to assign in the learning tree
4. Click the gear icon on the left-hand side and select Learning Tree Options
5. Click the Assign tab and enter the name of the person being assigned the course or branch under “Assign to someone”
   
   • Or, click Assign to Me to assign to yourself
6. If assigning a user an entire learning tree:
   • Select either a New learning tree or Existing learning tree in the “Assign to tree” drop-down
     • Learning tree name: enter the name of the new learning tree
   • In the “Assign branches” drop-down, select Whole learning tree
7. If assigning a user a learning tree branch, select one of the following in the Assign branches drop-down: 
   • Selected branch: assign the selected branch
   • Selected branch and children: assign the selected parent branch and all of its child branches
8. Click Assign
9. The “Learning tree assignments progress status” widget on the right-hand side notifies users when assignments have been made
   • Please note, only up to 10 assignments can be displayed in the widget. Users will receive an error when attempting to make more than 10 assignments.

If a goal was deleted from a branch, all of the data will still be in that branch, but it cannot be viewed. The branch must be classified as a goal again.

To classify a branch as a goal:

1. In a learning tree, select the branch with the deleted goal
2. Click the pencil icon on the right-hand side to edit the branch
3. In “Branch Details,” select the Is this branch a goal? checkbox
4. The goal circle or “bullseye” will appear on the branch’s data collection icon

Click here to learn how to navigate a learning tree.

Click here to learn how to add goals from library templates.

If a target is in one phase, but is collecting data in a different phase, the criteria and data collection do not match.

To match the criteria and data collection:

1. Open the Edit tab and make sure the correct data is checked off
2. Click  Add Data and then Add Data

3. The green  checkmark on the top refers to the phase the data is currently being collected in. Select Set as Current underneath the correct phase (E.g. Intervention, Generalization, Maintenance)

• The green  checkmark will move to the correct phase

To add labels to a learning tree:

1. Navigate to the Clinical module and select Learning Trees
2. Click on a learning tree 
3. Enter labels in Click here to add labels… under the title of the learning tree

Click here to learn more about learning tree labels.

When adding Percent Independent and Task Analysis data collection branch types to learning trees and selecting to count prompts as negative, you will have the option to default this setting to always count prompts as negative for all future Task Analysis and Percent Independent data branches added to the learning tree with the computer or mobile device you are using. This feature is designed to save users time by always ensuring prompts are set up the way they are most commonly configured for prompting methodology.

To enable this feature on your device:

1. Access your learning tree or create a new learning tree
2. Add your long term and short term goal branches
3. Add a target branch, and select Task Analysis or Percent Independent as the Data Type
4. Scroll down and click the checkbox to Count Prompts as – (negative)
5. Click Make this my default setting on this device
6. Click Save as Draft
7. The target branch will be saved in the learning tree and any future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will be automatically set up to count prompts as negative. If you typically update the learning tree using multiple devices, ensure you complete these steps on each individual device

Once this feature is set up, if adding a data branch for Systematic Prompt Fading within Task Analysis methods, you must uncheck the Count Prompts as – (negative) so prompts are counted as positive (common during this teaching method).

To disable the feature on a device or add a branch without counting prompts as negative:

1. Access your learning tree
2. Add a target branch, and select Task Analysis or Percent Independent as the Data Type
3. Scroll down and uncheck the checkbox to Count Prompts as – (negative)
4. Click Save as Draft to only disable Count Prompts as – (negative) on this branch. If so, all future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will continue to be automatically set up to count prompts as negative
5. To automatically disable Count Prompts as – (negative) for all new data branches added to this learning tree using this device:
   • Click Make this my default setting on this device
   • Click Save as Draft
   • The target branch will be saved in the learning tree and any future Task Analysis or Percent Independent branches added to this learning tree using the current computer or mobile device will count prompts as positive. If you typically update the learning tree using multiple devices, ensure you complete these steps on each individual device

To add or view and mark comments in a Learning Tree:

1. Navigate to the Clinical module and select Learning Trees
2. Select a learning tree to review
   • Or, navigate to the Contacts module and select Clients
   • Click the name of the client you want to review learning trees for, then click the learning tree name in the Learning Trees widget, located in the client’s Dashboard
3. All comments added to the learning tree during the last 14 days will be included under the Most Recent & Unseen Comments section on the bottom of the Learning Tree homepage binder
   • To view the comment trail and the branch it was added to, click the Jump to Branch icon next to the comment
   • Click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add a timestamp with your name and the date/time when you saw the comment. Or, proceed to step 4 to view the comments branch by branch
   • To add a comment to the learning tree (not a branch or goal) click the comment  icon on the right-hand side, type your comment, and click enter
4. Goals with new comments underneath its branches will be identified with a red exclamation mark  on the left-hand side Tree View panel. Click to expand goal branches and view a red notification with the total number of new comments pending to be marked as seen under each branch
5. Click the comment icon on the right-hand side of the screen to expand the branch comments. All comments ever added to the branch will be displayed
6. Click the Mark as Seen  icon to acknowledge you have read the comment, remove it from the red notification counter, and add a timestamp with your name and the date/time when you saw the comment
7. To add more comments to the branch, click Add a comment on the bottom to type your comment. Once a comment is added, it will be counted as a new comment in the red notification center for any user to identify the new comment added and mark it as seen

Important notes:

1. If you add/author a comment, you and other users will have the option to Mark as Seen . Once a comment is marked as seen, you can view the name and timestamp on the comment
2. If the comment has been seen, it will not show the option to Mark as Seen  in the learning tree. Go to the branch to see the name and timestamp of the user who marked the comment as seen
3. Comments can only be marked as seen once, no matter how many users have access to the learning tree. Once the comment is marked as seen by one user, no other user will have the option to mark it as seen

Once a learning tree is created, add tier model branches with long term goals, short term goals, and targets from Library Templates, or create them manually.

Please note, if necessary, files added to learning trees are resized to be no larger than 6MB.

To add branches manually to a learning tree:

1. Navigate to the Clinical module and select Learning Trees
2. Click the name of the learning tree to add branches
3. Click the D (draft mode) to Make Branch Active or click Make Active
4. Set up your long term goal:
   • Click + Add Your First Branch on the left-hand side Tree View panel, or the +Add Branch icon on the right-hand side
   • Click Cumulative: cumulative display graph of goals mastered over time (automatic-indirect data collection) and can be a long term or short term goal branches
     • Goal Name: enter the long term goal name
     • Goal Details
       • Type: Long term will be set by default
       • Date Initiated: select the date when the program is placed on acquisition
       • Assessment: select a code for the assessment where the goal is derived from
       • Discipline: select the type of service (E.g. ABA, speech, O/T)
       • Domain: select the skill or behavior reduction domain
       • Record: select the type of record (E.g. Medical, educational, other)
       • Responsibility: select the responsible party for data collection (E.g. Service provider, client, parent)
       • Initial Goal Status: status of the program at start (automatic – relates to client books)
     • Click Save as Draft
   • You will be redirected back to the main learning tree, and the long term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
   • Click +Add Branch icon on the right-hand side to add a short term goal branch underneath the long term goal
   • Click Cumulative 
     • Goal Name: enter the short term goal name
     • Instructional Note Template: select the instructional note template from your library of templates to be reflected in the data sheets/Sessions
     • Click Save as Draft
   • You will be redirected back to the main learning tree, and the short term goal will be saved in draft mode. Click the D (draft mode) to Make Branch Active or click Make Active
   • Click the +Add Branch icon on the right-hand side to add target branches underneath the short term goal
   • Click Data Collection
     • Goal Name: enter the target name
     • Data Collection Details
       • Data Type: select the data collection type. Click here to learn more
         • If selecting Percent Independent or Task Analysis Data Types, scroll to the bottom to define how to count negative prompts
         • Click the checkbox  to Count Prompts as Negative
         • Click the link Make this my default setting on this device to automatically default these data types to count prompts as negative on the device you are configuring this setting on
           • If this feature is utilized, the box must be unchecked for systematic prompt fading within Task Analysis
     • Scroll down to Criteria and Prompting Settings 
       • Click to Import Template
5. Click Save as Draft

“Least to Most Prompting Strategies” can be set up under “Criteria and Prompting,” so clinicians in the field take data on the prompting needed for each trial, and the graphs show phases.

Please note, up to 20 prompts can be added to the “Prompting Strategies” section of the learning tree’s branch.

To set up prompting strategies:

1. Navigate to the Clinical module and select Learning Trees
2. Click a learning tree 
   • Or, click + Add New on the top right-hand side to create a new learning tree
3. Click + Add Branch on the right-hand side to create a new branch
4. Name the goal in the Goal Name location
5. Click New Criteria under “Criteria and Prompting Settings”
6. Complete Step 1 for “Basic Criteria”:
   
   
   • Click Select custom fields… drop-down to place all prompts
   • Continue to click to select and add as many prompts, as needed
   • Click Save & Continue
7. Complete “Step 2: Set criteria for moving forward”
   
   
   • Calculation Type and Criterion Value are the data point values that must be met to advance or regress within or across phases
     • Calculation Type: select If Greater than, If Less Than, If Equal, If Greater than or equal, or If Less than or equal
     • Criterion Value: enter the data point needed to meet the criterion (E.g. 80%, 90%, 100%)
   • Frame Type and Frame Value are the spans of time or the number of data points required for advancement or regression:
     • Frame Type: select one of the following:
       • Consecutive Calendar Days: must be consecutive calendar days with no days in between (E.g. Monday, Tuesday, and Wednesday)
       • Consecutive Days with Data Collected: days with data may be non-consecutive (E.g. Monday, Wednesday, and Friday)
       • Consecutive Data Points: advancement based on data points collected in a row (potential to master a goal in a single day – E.g. Monday data points 1, 2, 3, etc)
       • Average of Consecutive Data Points: advancement based on average data points collected (potential to master a goal in a single day – E.g. Aggregation of Monday data point(s) 1, 2, & 3)
       • Consecutive Error Responses: number of failed trials in a row (within the data point – e.g. 5 trials and 3 failed trials in a row to regress)
         • Regression: Generalization and Maintenance to Intervention (return to prompts)
         • Advancement: Baseline to Intervention (provide prompts)
           • Utilize 1 consecutive data point (E.g. 1 data point less than 80% to advance to intervention phases)
     • Frame Value: enter the number of data points or days specified in the frame type
     • Click the checkbox to Auto-Add Phase Change Lines to view the label of each phase on the graph
8. Click Generate Criteria
   • Expert tip: Put the criteria value that fits the most levels of your criteria to have less to modify later
9. Click and edit criteria phases, as needed
   
   
10. Click Save as a Draft

Each target has a checkmark for Label Current Phase to allow users to view the label of each phase on the graph, so that all phases are labeled. This is automatically checked when Auto-add phase change line is selected.

There are many rules of phase labeling, as further detailed below:

• If using Criterion settings, the first phase on the graph will always be labeled.  The graph will label the first phase, the first Criterion level of Baseline or Intervention, or a custom label, dependent on what is placed in the phase change label box. This rule only applies if the Label Current Phase box is checked
  
  
• Label Current Phase: when this box is checked, the phase changes on the left-hand side are being labeled. When this box is unchecked, the phase changes on the right-hand side are labeled, or the “next” phases are labeled. 
• When there are prompts in the criterion value, the prompts will show up as a label on the graph during that phase, while in that phase. Upon meeting criteria to move to the next phase, the prompts will no longer show on your graph and the Phase value or the Phase Change label (if any) will show
  
  
• Phase change label: users can place any label they want to show on their graph for a given phase
  • Please note, any prompts that are in that current phase of the criteria will show during the phase, and when that phase is met, the phase change label will show. When generating basic criteria, the Phase Change Label box will be pre-filled with the prompt names if you have used any
• Phase labeling order: CentralReach has a hierarchy of phase change labels. First, the system will look to see if there are prompts in your criteria at that level. If so, these will show on the graph. If you do not have a prompt in that criteria level, your Phase Change label will show on the graph. If you have no prompts and no Phase Change label in the box, the system will place the Standard Phase (Baseline, Intervention, Generalization, Maintenance)
• If users leave the Phase Change Label box empty it will always label the phase with the current standard phase (Baseline, Intervention, Generalization, Maintenance), regardless of whether or not the Label Current Phase box is checked
• In the example below, for a Least to Most, either leave the box blank or override with any label you want. The rules above will apply depending on what you do. Go into your first Intervention criteria and remove the prompts, and place “Teaching” as an override
  
  
• The “no prompt” phase is labeled Independent by default. Modify or delete
  
  
• When using Basic Criteria, the system will auto-populate your Generalization and Maintenance phases, with label current phase and no custom Phase Labels. This way, these standard prompts will show

Users can select an option on learning tree data collection branches to have zero scores on certain data collection types graphed automatically, when graphing all. Only users with edit access to the learning tree will have this button.

The data types that show this are: score, rating scale, duration, frequency, and rate. For rate branches, the timer must have been started and have some time on it for it to work.

1. Navigate to the Clinical module and select Learning Trees
2. Select the learning tree you want to view
3. Click on the pencil icon to edit and scroll down to Data Collection Details

4. Clicking Graph this branch automatically for score of Zero in Sessions will auto-check these items when graphing all in a session. They can always be unchecked. These items will be graphed as a zero, which are perfect for high intensity and low frequency behaviors

5. Click Graph All or Graph All and End Session